»Janes Financial Center

Chapman University OC25

Loading...

Loading...

This index is designed to track the overall performance of public companies in Orange County by tracking the top 25 OC-Domiciled companies.
Chapman University CA100

Loading...

Loading...

This index is designed to track the overall performance of public companies in California by tracking the top 100 CA-Domiciled companies.

Conveniently located on the 2nd Floor of Beckman Hall within the renowned Argyros College of Business and Economics, the Janes Financial Center was established in 2012 with significant contributions from Mr. David A. Janes and the Chapman University Student Managed Investment Fund. The Janes Financial Center is a valuable asset for all business students, especially for students pursuing careers in finance.

Designed to cater to the diverse interests of our business students, the Janes Financial Center offers a specialized environment equipped with 12 Bloomberg terminals. These terminals provide students with real-time access to financial data, enabling in-depth market analysis, research projects, and skill development in areas such as portfolio management and financial modeling.

While our emphasis is on supporting the educational journey of finance students, we extend a warm invitation to all business students to explore the resources available at the Janes Financial Center. Whether you're interested in exploring the complexities of the stock market, understanding global economic trends, or refining your research skills, our center is here to assist you. Feel free to visit us and make the most of this invaluable learning space within the Argyros College of Business and Economics.

Toggle Section

The Janes Financial Center Residency Program is designed to challenge the brightest and most ambitious business students, offering a bridge between classroom education and successful finance careers. This comprehensive program refines practical skills, instills a profound understanding of the finance industry, and emphasizes expertise in financial analysis and effective communication. Residents actively manage a portfolio with diverse asset classes, while engaging in consulting projects for esteemed Orange County investment firms.

Learn more about the Residency Program >>

In the Janes Financial Center, students have exclusive access to 12 Bloomberg Terminals – a powerful resource that provides a real-time pulse on the financial world. These terminals offer unparalleled insights, market data, and analytics, fostering an immersive learning experience. By utilizing Bloomberg Terminals, students can deepen their research, enhance analytical skills, and make informed decisions using the same data relied upon by industry professionals. It's a gateway to understanding global markets, enabling students to bridge the gap between theory and practice. Moreover, these terminals facilitate collaboration and prepare business students for dynamic careers in finance, investment banking, and related fields. Dive into the heart of the financial world and equip yourself for success with our Bloomberg Terminal resources.

Every semester, the Janes Financial Center hosts Bloomberg Training Sessions that are focused on equipping beginners with essential skills and knowledge to be confident to utilize the complex, yet powerful terminals. Throughout these 1-hour sessions, students gain proficiency in basic navigation, explore the most valuable functions on the Bloomberg Terminals, and register for the Bloomberg Market Concepts (BMC) Certificate. Through these introductory trainings, we aim to empower students, providing them with practical skills that are crucial for their academic and professional growth.

For any questions or to secure your spot, please contact Richard Ramirez at riramirez@chapman.edu or visit the Bloomberg Training Registration page.

Obtaining your Bloomberg certifications is both easy and complimentary for Chapman students, faculty, and staff. The process is straightforward: log in to the terminal, locate the Bloomberg Certificate function at the top of the screen, and you're ready to get started. But why should you consider becoming Bloomberg-certified? Obtaining the valuable certifications that are offered is a great introduction to finance and using the Bloomberg Terminals. The certifications are also noteworthy credentials to add to your resume, signaling your usage of the platform. Most importantly, it offers a unique opportunity to delve into the intricate mechanisms of financial markets, providing you with a deeper understanding of the financial world and enhancing your professional profile.

BMC

The Bloomberg Market Concepts Certification, or BMC, is an engaging self-paced e-learning program that leverages the Bloomberg Terminal's power to provide an interactive introduction to the financial markets. With BMC, you'll explore essential topics such as economic indicators, central bank functions, bond valuation factors, and the effective use of Terminal functionality. This comprehensive course is structured into 8 sections, covering areas like Economic Indicators, Fixed Income, Equities, and Portfolio Management. It's a valuable resource for those looking to gain a deeper understanding of the financial world, all at your own pace.

ESG

The Bloomberg ESG Certification is a self-paced e-learning course designed for learners keen on implementing ESG strategies and preparing regulatory ESG reports from a buy-side asset management perspective. This comprehensive course covers key topics such as ESG integration in Fixed Income and Equities, shareholder activism, and sustainable finance. Participants will learn to analyze how asset managers incorporate ESG considerations into investment decisions, understand the impact of shareholder activism on corporate behavior, and master reporting on ESG investment activities for EU funds. Join now to enhance your expertise in ESG strategies.

Email Richard Ramirez at riramirez@chapman.edu with questions.

Wall Street Prep is a leading financial training provider offering a range of courses and programs designed to prepare students and professionals for careers in finance. Their training programs cover various areas such as financial modeling, valuation, mergers and acquisitions (M&A), and private equity, among others. Wall Street Prep's courses are widely used by investment banks, private equity firms, and other financial institutions to train their employees and enhance their skills. The training provided by Wall Street Prep is highly regarded for its practical, hands-on approach, and it is especially popular among students and professionals aspiring to work in investment banking, corporate finance, and related fields.

Financial Modeling and Valuation

The Financial & Valuation Modeling Seminar is a 4-day, back-to-back weekend intensive training program designed for Excel-proficient students or professionals seeking to further develop their financial modeling and valuation skills. Participants build a 3-statement model from scratch, delve into valuation techniques, and explore real-world applications of weighted average cost of capital (WACC) and terminal value. The seminar covers merger modeling, pricing structures, purchase accounting, and leveraged buyouts (LBOs) with a real-life case study.

Additionally, participants have 12 months of online access to Trading & Transaction Comps Modeling modules.

Real Estate Valuation

The Real Estate Valuation Modeling Seminar is tailored for investment banking, private equity, and real estate professionals. This intensive course equips participants with essential skills to analyze multifamily and commercial properties, understand debt and equity waterfalls, and navigate real estate development modeling. Geared toward evaluating investment opportunities and driving valuations, the seminar does not assume prior real estate knowledge but requires basic accounting and Excel proficiency. Designed at a fast pace, professionals gain crucial insights to underwrite properties effectively, enhancing their expertise in the dynamic real estate industry.

Chapman Offer

In addition to the intensive training during both semesters, Wall Street Prep offers a wide variety of online self-study modules available to Chapman students at a 40% discount. The online modules range from beginner to advanced on topics including, but not limited to Accounting Crash Course, Excel Crash Course, Analyzing Financial Reports, Advanced LBO Modeling, Oil and Gas Modeling, and Real Estate Modeling. 

Click here to view the full list of discounted courses!

*For the 40% discount code, please provide proof that you are a student to the Janes Financial Center Specialist, Richard Ramirez, at riramirez@chapman.edu.

Please note: Costs may apply. Certificate is awarded upon successful completion by Wall Street Prep.

Enhance your skills with our instructor-led intensive two-day ARGUS Enterprise training program. Designed for new-to-intermediate users, this course covers critical modules such as Valuation-Cash Flow, Portfolio Level Reporting and Sensitivity, and much more. You'll gain practical insights through interactive examples and case studies, ensuring you're well-equipped to enter leases, budgets, market assumptions, and valuation parameters. This training is ideal for anyone responsible for these tasks or those seeking to become proficient with ARGUS Enterprise. Build your expertise, make informed decisions, and manage your real estate assets efficiently.

Meet the Director

Fadel Lawandy

Fadel Lawandy, CAIA is a financial expert with 30 years of experience in Investment Banking, Portfolio Management, corporate finance, and real estate and holds a B.S./B.A. in Finance and International Business from Chapman University and an MBA from Norwich University.

He is currently a professor at Chapman University and the Director of two centers: the Janes Financial Center and the C. Larry Hoag Center for Real Estate and Finance. Mr. Lawandy joined the George L. Argyros College of Business and Economics at Chapman University after retiring as an Executive Managing Director of HW Financial Group and Co-Founder/President of HW Capital Partners.

Fadel is also a frequent contributor to various publications, including the OCBJ, OC Register, and LA Times, and enjoys volunteering with nonprofit organizations to help his community be a better place to live and work.

Learn more about Mr. Lawandy

Janes Financial Center

Contact Us

Email:riramirez@chapman.edu

Hours: Monday - Friday
7:00 a.m. - 7:00 p.m.

Beckman Hall 207
One University Drive
Orange, CA 92866

University Affiliate

Chapman University participates in the CFA Affiliated University Program. An Affiliated University signals to its students and to employers that its curriculum is closely tied to the practice of investment management and is helpful to students preparing for the CFA Program exams.

Learn More

Academic Partner

As an Academic Partner with CAIA, Argyros College students have access to the CAIA Association’s curriculum and events, and will be eligible to apply for scholarships to earn the CAIA Charter designation. Earning the CAIA Charter designation is valued by top employers and recognized as the highest standard of achievement in alternative investment education.

Learn More

»Janes Financial Center